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Automatically refresh a PivotTable based on changes to Timeline|Dashboards & Charts|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumDashboards & ChartsAutomatically refresh a PivotTable …
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Automatically refresh a PivotTable based on changes to Timeline
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Prince Thomas Mathews
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Forum Posts: 7
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March 26, 2020
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April 27, 2020 - 4:18 pm
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Hi Mynda,

Thanks to your idea, I now can automatically categorize (to five weeks, ending with the derived date) my source data based on the Timeline selection. Please help me reflect this in a chart, based on a Pivot of this categorization. I'm not sure if I conveyed my requirement properly, so please find attached the file I made. (I deleted the 'Data' sheet to bring the file size down.)

What I want - is the 'Trend' for the last five weeks, to update in correspondence with the Timeline. Currently it changes only if the user does a 'Refresh All'. FYI - the two 'simulations' are our estimates of how much we would actually end up with, owing to the current market (Corona / Oil price) conditions. We are putting together two contingencies in place; the trend would help us determine which one to activate.

Appreciate if you would also suggest ways to improve the 'Dashboard' overall.

Many thanks,

Thomas

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Mynda Treacy
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April 28, 2020 - 7:03 pm
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Hi Thomas,

I would abandon the Timeline Slicer and use a technique more like this Slicers for rolling periods technique. You can replace 'today's' date in this technique with a drop down list that allows the user to choose the date/month, which is then linked to the formula that calculates the periods.

You wouldn't need the Slicer itself, but it still requires a refresh of the PivotTable. You could trigger this when the Slicer selection or the drop down list is changed.

I hope that gives you some ideas.

Mynda

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